Eaton Vance Limited Duration Income Fund
127 hedge funds and large institutions have $392M invested in Eaton Vance Limited Duration Income Fund in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 14 closing their positions.
57% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 14
11% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 36
6% more capital invested
Capital invested by funds: $371M → $392M (+$21M)
4% more funds holding
Funds holding: 122 → 127 (+5)
0.83% more ownership
Funds ownership: 22.34% → 23.17% (+0.83%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$5.38M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.13M |
| 3 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
+$4.05M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.78M |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$4.68M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$3.41M |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$2.14M |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$1.97M |
| 5 |
IMS
Index Management Solutions
Philadelphia,
Pennsylvania
|
-$1.96M |
EVV Hedge Fund Activity: Q1 2015 in Review
127 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q1 2015, worth a combined $392M — up 5.7% from $371M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new EVV positions and 14 closed out — a net gain of 8 holders — while 40 added to existing stakes and 36 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $5.38M. The largest seller was SG Americas Securities, exiting entirely with an estimated $4.68M sold.
- 127 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q1 2015, up from 122 in Q4 2014.
- Funds reported $392M of Eaton Vance Limited Duration Income Fund stock for Q1 2015, up 5.7% quarter-over-quarter.
- 22 funds opened new Eaton Vance Limited Duration Income Fund positions in Q1 2015 and 14 closed out, a net change of +8 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q1 2015 was Deutsche Bank, an estimated $5.38M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q1 2015 was SG Americas Securities, an estimated $4.68M sold.
Based on aggregated 13F filings for Q1 2015.